Revolve Wealth Partners, LLC holds a focused book of 350 reported positions worth $961.1M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Dimensional US Core Equity M and trimmed Schwab US Large-Cap Growth. Their largest long position is Vanguard Total Stock MKT ETF at 14% of the reported non-option book. They also disclosed $3.2M in put options (a bearish bet) and $860K in call options (bullish), shown separately below and excluded from the non-option book.
Revolve Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
24% mapped to company sectors
+5 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Revolve Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 11 / 80 | $4.5B |
| Swiss Re Ltd | 24 / 80 | $1.0B |
| Prospect Hill Management, LLC | 8 / 80 | $238.7M |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| Golden Reserve Retirement LLC | 28 / 80 | $566.2M |
| Kearns & Associates LLC | 18 / 80 | $189.9M |
| PPS&V Asset Management Consultants, Inc. | 21 / 80 | $163.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Revolve Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $133.9M | 361.8K | 13.9% | ▲+1.7% Added · +6K sh | |
| 2 | Ishares TR CORE MSCI EAFE | $51.4M | 532.6K | 5.4% | ▲+1.9% Added · +10K sh | |
| 3 | Ea Series Trust INTL QUAN VALUE | $43.2M | 1.27M | 4.5% | ▲+2.1% Added · +27K sh | |
| 4 | Ea Series Trust US QUAN MOMENTUM | $32.4M | 411.6K | 3.4% | ▲+1.5% Added · +6K sh | |
| 5 | Ea Series Trust SPAR INT VAL ETF | $31.3M | 747.4K | 3.3% | ▲+2.1% Added · +16K sh | |
| 6 | Schwab Strategic TR INTL EQTY ETF | $29.8M | 1.08M | 3.1% | ▲+2.5% Added · +26K sh | |
| 7 | Cambria ETF TR SHSHLD YIELD ETF | $29.6M | 374.2K | 3.1% | ▲+2.7% Added · +10K sh | |
| 8 | SPDR Series Trust ST NUVE HIGH ETF | $28.9M | 1.14M | 3.0% | ▲+4.5% Added · +49K sh | |
| 9 | Apple Inc COM | $20.7M | 71.4K | 2.1% | ▲+5.1% Added · +3K sh | |
| 10 | SPDR Series Trust ST STR NUVEE ETF | $20.6M | 449.3K | 2.1% | ▲+2.1% Added · +9K sh | |
| 11 | Wisdomtree TR INTL QULTY DIV | $19.6M | 454.1K | 2.0% | ▲+4.9% Added · +21K sh | |
| 12 | Wisdomtree TR US LARGECAP DIVD | $19.1M | 198.1K | 2.0% | ▲+0.4% Added · +792 sh | |
| 13 | Dimensional ETF Trust CORE FIXE IN ETF | $18.7M | 442.8K | 1.9% | ▲+2.1% Added · +9K sh | |
| 14 | Schwab Strategic TR US AGGREGATE B | $17.5M | 757.0K | 1.8% | ▲+2.4% Added · +17K sh | |
| 15 | American Centy ETF TR US SML CP VALU | $16.2M | 130.0K | 1.7% | ▲+3.4% Added · +4K sh | |
| 16 | Nvidia Corporation COM | $15.6M | 78.1K | 1.6% | ▲+9.1% Added · +7K sh | |
| 17 | Vaneck ETF Trust HIGH YLD MUNIETF | $15.4M | 299.8K | 1.6% | ▲+1.5% Added · +5K sh | |
| 18 | Ishares TR CORE S&P500 ETF | $15.4M | 20.5K | 1.6% | ▲+14% Added · +3K sh | |
| 19 | Schwab Strategic TR US LCAP GR ETF | $14.3M | 421.9K | 1.5% | ▼−0.1% Reduced · −667 sh | |
| 20 | Ishares TR NATIONAL MUN ETF | $13.2M | 123.1K | 1.4% | ▲+9.1% Added · +10K sh | |
| 21 | Schwab Strategic TR US LRG CAP ETF | $12.1M | 412.4K | 1.3% | ▼−0.3% Reduced · −1K sh | |
| 22 | Microsoft Corp COM | $9.8M | 26.2K | 1.0% | ▲+4.3% Added · +1K sh | |
| 23 | RBB FD Inc F/M US TREASURY | $9.7M | 194.1K | 1.0% | ▲+47% Added · +62K sh | |
| 24 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $9.3M | 130.1K | 1.0% | ▲+1.1% Added · +1K sh | |
| 25 | Vanguard Index FDS GROWTH ETF | $7.7M | 89.8K | 0.8% | ▲+501% Added · +75K sh | |
| 26 | Alphabet Inc CAP STK CL A | $6.7M | 18.7K | 0.7% | ▲+3.8% Added · +682 sh | |
| 27 | Amazon Com Inc COM | $6.6M | 27.7K | 0.7% | ▲+14% Added · +3K sh | |
| 28 | Dimensional ETF Trust US CORE EQT MKT | $6.3M | 122.8K | 0.7% | ▲New New position | |
| 29 | Ishares TR EAFE GRWTH ETF | $6.3M | 50.3K | 0.7% | ▼−1.9% Reduced · −979 sh | |
| 30 | Invesco Exch Traded FD TR II BLOO EN ANGE ETF | $5.9M | 320.4K | 0.6% | ▲+1.9% Added · +6K sh | |
| 31 | Meta Platforms Inc CL A | $5.8M | 10.3K | 0.6% | ▲+15% Added · +1K sh | |
| 32 | Micron Technology Inc COM | $5.4M | 4.7K | 0.6% | ▲+9.1% Added · +389 sh | |
| 33 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $5.4M | 105.0K | 0.6% | ▲+114% Added · +56K sh | |
| 34 | State STR SPDR S&P 500 ETF T TR UNIT | $5.3M | 7.1K | 0.6% | ▲+13% Added · +802 sh | |
| 35 | Vanguard Star FDS VG TL INTL STK F | $5.1M | 59.6K | 0.5% | ▲+0.1% Added · +71 sh | |
| 36 | Broadcom Inc COM | $5.1M | 13.4K | 0.5% | ▲+34% Added · +3K sh | |
| 37 | Advanced Micro Devices Inc COM | $4.8M | 8.2K | 0.5% | ▲+5.3% Added · +413 sh | |
| 38 | Alphabet Inc CAP STK CL C | $4.7M | 13.4K | 0.5% | ▲+30% Added · +3K sh | |
| 39 | Amgen Inc COM | $4.7M | 12.9K | 0.5% | ▼−2.7% Reduced · −361 sh | |
| 40 | JPMorgan Chase & Co COM | $4.4M | 13.6K | 0.5% | ▲+6.2% Added · +796 sh | |
| 41 | American Centy ETF TR US EQT ETF | $4.4M | 34.2K | 0.5% | ▲+115% Added · +18K sh | |
| 42 | Visa Inc COM CL A | $4.0M | 11.6K | 0.4% | ▼−1.1% Reduced · −128 sh | |
| 43 | Vanguard Index FDS S&P 500 ETF SHS | $3.6M | 5.2K | 0.4% | ▼−7.8% Reduced · −438 sh | |
| 44 | Berkshire Hathaway Inc Del CL B NEW | $3.6M | 7.1K | 0.4% | ▲+4.0% Added · +272 sh | |
| 45 | Schwab Strategic TR US MID-CAP ETF | $3.5M | 94.3K | 0.4% | ▼−2.6% Reduced · −3K sh | |
| 46 | Vanguard Index FDS MID CAP ETF | $3.2M | 39.5K | 0.3% | ▲+299% Added · +30K sh | |
| 47 | Schwab Strategic TR US SML CAP ETF | $3.2M | 87.9K | 0.3% | ▼−1.0% Reduced · −853 sh | |
| 48 | Invesco QQQ TR UNIT SER 1 | $3.1M | 4.3K | 0.3% | ▼−8.3% Reduced · −386 sh | |
| 49 | Johnson & Johnson COM | $3.1M | 12.0K | 0.3% | ▲+53% Added · +4K sh | |
| 50 | Ea Series Trust ALPHA ARCH 1-3 | $3.1M | 26.1K | 0.3% | ▲+4.7% Added · +1K sh |
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Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | SS SPDR S&P 500 ETF TRUST-USSPY | $1.5M | 2K |
| PUT · bearish | UNITEDHEALTH GROUP INCUNH | $748K | 2K |
| PUT · bearish | INVESCO QQQ TRUST SERIES 1QQQ | $589K | 800 |
| CALL · bullish | MICROSOFT CORPMSFT | $560K | 2K |
| PUT · bearish | VISA INC-CLASS A SHARESV | $412K | 1K |
| CALL · bullish | NVIDIA CORPNVDA | $300K | 2K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 9d | 356 | $965.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 13d | 230 | $769.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 20d | 228 | $850.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 14d | 232 | $833.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 28d | 228 | $769.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 14d | 225 | $691.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Mar 19, 2025 | 78d | 221 | $691.8M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.